SmartBank ยท 3 weeks ago
PT30 E-Branch Services Specialist - Westchase District
Smart Financial Credit Union is a well-regarded organization recognized for its workplace culture. The E-Branch Services Specialist will provide service and support to members over the phone, handling inquiries and transactions while ensuring high-quality service standards are met.
BankingFinancial ServicesService Industry
Responsibilities
Respond to member service inquires in the time set by management
Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities
Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures
Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments
Providing proactive solutions to member service
Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc
On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs
Perform other duties as assigned by manager
Qualification
Required
One to three years previous experience in a call center or retail service position
A high school degree or equivalent
A significant level of trust, credibility and diplomacy is required
In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature
Communications may involve motivating, influencing, educating and/or advising others on matters of significance
Must possess computer skills with the ability to handle extensive data entry in an accurate and timely manner
Must be highly outgoing and self-motivated
Microsoft Office 2010 or higher specifically in Word, Outlook, Excel
Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs
Must be capable of climbing / descending stairs in emergency situation
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary
Must be able to work extended hours whenever required or requested by management
Must be capable of regular, reliable and timely attendance
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team
Must be able to read and carry out various written instructions and follow oral instructions
Must be able to speak clearly and deliver information in a logical and understandable sequence
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization
Must be able to demonstrate highest levels of customer service and discretion when dealing with the public
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
Must be able to effectively handle multiple, simultaneous, and changing priorities
Must be capable of exercising highest level of discretion on both internal and external confidential matters
Benefits
Tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement.
Company
SmartBank
SmartBank is committed to offering the most efficient, effective, and secure way of delivering your financial information. It is a sub-organization of SmartFinancial.
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-04-08IPO
Recent News
2025-11-04
MarketScreener
2025-10-22
2025-10-22
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